Epstein Secrets

anagement T From: G Max [mailto:[email protected]] Sent: Tuesday, April 30, 2019 6:17 PM To: Casriel, Lyle Cc: ; Klein, Matthew; McNamara, Sean; Tomkiewicz, Jessica; Stackman, Scott Subject: [External] Re: MAXWELL: IRA Suggestion I agree! Thank you Let me know if you need any paper work signed Best

871 • Putnam Short Duration Fund: 18,716 Please let us know if you want to discuss and/or if you agree. Stockman I Casricl Group Barton's Top 50 Private Wealth Management Teams Barron's Top WO Advisors Financial Times Top 400 Financial Advisors Forbes Best-In-Suite Wealth Advisors UBS Private Wealth Management 1285 Aven

Message From: Casriel, Lyle [- Sent: 6/21/2019 2:13:10 AM To: Scott Borgerson CC: GMAX ; Stackman, Scott I I; Tomkiewicz, Jessica J; McNamara, Sean [ J; Klein, Matthew Subject: RE: [External) Re: FOMC Meeting and potential rate cute in July We are getting paid more

ss for H2 than we do. A cut is not a done deal, but they have clearly shifted. Thank you Scott and Lyle Stackman I Casriel Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors Financial Times Top 400 Financial Advisors Forbes Best-In-State Wealth Advisors UBS Private Wealth Management 1285 Ave

Message From: Sent: To: CC: Casriel, Lyle 6/20/2019 5:26:54 PM 'G Max' I j; Stackman, Scott I I; Tomkiewicz, Jessica II; McNamara, Sean [ j; Klein, Matthew I I Subject: F0MC Meeting and potential rate cute in July Attachments: US Economic Perspective

ss for H2 than we do. A cut is not a done deal, but they have clearly shifted. Thank you Scott and Lyle Stackman I Casriel Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors Financial Times Top 400 Financial Advisors Forbes Best-In-State Wealth Advisors UBS Private Wealth Management 1285 Ave